See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,037 | $70,606-94.3% | $53,898-92.5% | $142,382-97.2% |
| Participation rate | 95.2% | 63.7%+31.5pp | 55.0%+40.3pp | 80.1%+15.1pp |
| Annual return | 18.24% | 619.81%-601.6pp | 528.60%-510.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,334 | $2,364-43.5% | $1,826-26.9% | $6,507-79.5% |
| Admin fee / account holder | $181 | $2,852-93.7% | $2,491-92.8% | $12,624-98.6% |